Yield curve shift sets stage for global rotation in 2026
Falling cash yields are set to upend institutional portfolio positioning in 2026, according to the Franklin Templeton Institute (FTI), as rollover risk rises and yield curves steepen, prompting a shift toward duration, credit and overseas equities. FTI’s Global Investment Outlook: 2026 and beyond says that with central banks worldwide resuming easing cycles and profit growth accelerating outside the US, CIOs and asset owners are preparing...
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